CRM 4.0 Workflow question

CRM 4.0 Workflow question

Post by RWxpc2 » Sat, 21 Feb 2009 06:29:01


Anyone,

I am trying to create a workflow rule with two custom enties created in CRM
3.0.

When I try to fill in the form for create record the form is all greyed,
does anyone know why this would be, is it a version issue?

Thanks,
 
 
 

CRM 4.0 Workflow question

Post by Danny Varg » Sat, 21 Feb 2009 08:07:08


Hi Elisa,

It is not a version issue, but do you have permission to create the
custom entity? What kind of user security do you have setup? Thanks!

 
 
 

CRM 4.0 Workflow question

Post by RWxpc2 » Sat, 21 Feb 2009 08:38:00

Danny,

It isn't a permissions issue as I have full access (system admin). I am not
creating a custom entity, what I am trying to do is create a workflow rule
that is based off of a custom entity and I am trying to add a create record
which involves another custom entity (both created in CRM 3.0) and when I go
to Set Properties the form is greyed (NO: Operator settings or Look for:
options) so I cannot add values. Any ideas?

Elisa
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